CRM Foundation

Posted by Apurva at 1:44 AM Read our previous post

What is CRM Foundation..?

• Common functionality across the suite - multi touch points
• Provides a consistent set of services across applications
• Channel Independence (web, telephony, email) 

Resource Manager :

- keeps track of resources - employees, third party vendors, partners,  etc.

- Single repository for business resources.

Territory Manager :

- Define & assigns transactions based on multiple criteria.

Notes & Calendar :

- Resource availability calendar. Free Text

- Productivity tool for individuals, groups and the organization as a whole.

Task Manager :

                  - Provides task creation and assignment.

                  - Enables definition of task dependencies.

                  - Supports recurring tasks.

Assignment Manager :

- Multiple assignment options(Can advise or assign automatically).

Interaction History :

- Captures all customer contact information.

- Repository for all interaction records.

Content Manager:

- Store Documents, Categorize & Control Access

1-1 Fulfillment :

- Supports high volume email blasts or fax/print requests.

Escalation Manager :

- Provide proactive escalation solution through Business Rule Monitor.